Bhagyesh Vithlani Email & Phone Number

Cambridge, On, Ca

Kitchener, Ontario, Canada

- Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner. Transforming their banking experience into something memorable, rewarding and financially satisfying. - Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.- Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.- Exercising your financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.

Ontario, Canada

- Managed options trades, achieving a 20% annual return.- Achieved an average 80%-win rate with a trading strategy tailored to suit my personality.- Created and implemented strategies to have a minimum 1:2 risk-to-reward ratio.- Increased portfolio value by 25% through strategy implementation.- Reduced portfolio volatility by 10% with proactive adjustments like hedging.- Successfully implemented strategies that ensured higher average returns than losses.- Executed trades on Interactive Brokers.- Enhanced strategy efficiency by 30% annually by analyzing broker reports.- Preserved 90% of portfolio value during the market downturn.

Canada

- Provided first-level technical support for hardware and software issues, utilizing Excel for data tracking and analysis.- Diagnosed and resolved technical problems efficiently, enhancing user satisfaction.- Offered exceptional customer service through various channels.- Documented and tracked support requests for timely resolution, utilizing Excel for data management and reporting.- Collaborated with IT teams to escalate complex technical issues and utilized SQL for querying and analyzing database information.

Ontario, Canada

• Provided timely and effective technical assistance, ensuring minimal client downtime.• Diagnosed and resolved hardware, software, and network issues, maintaining high customer satisfaction.• Documented support interactions and tracked issues to resolution, maintaining organized incident records.• Collaborated with cross-functional teams, expediting the resolution of complex technical issues.• Assisted in hardware, software, and peripheral device installation and maintenance, contributing to seamless technology operations.

Post-Graduate, It Business Analysis

Bachelor'S Degree, Computer Programming, Specific Applications